Optional Financial Strategies, Inc. provides a multitude of financial advisory and investment services to individuals and businesses to help them better understand their financial health, identify their goals, and design investment strategies to provide you and your loved one with economic freedom.
We start by listening to you talk through your goals and timelines to achieve those goals. We then ask you questions to ensure we understand your vision of what your future will look and feel like. From there we can design an Intentional Investment Plan (IIP) to map out a path to an improved overall financial situation.
In simple terms, our firm:
- Looks to grow your $1000 into $2000 through investing in various ETFs and REITs;
- Looks to increase the volume of shares of investments;
- Looks to generate cash flow from investing in dividend paying investments;
- Looks to generate cash flow from investing in covered call option positions.
In more complex terms, our firm offers:
Individual Investor Support:
- Personalized financial budgeting services
- Creation of a customized Financial Plan with actionable suggestions
- Evaluating current retirement plan investments, including HSA accounts and employer accounts
- Customizing tax planning strategies for a multitude of scenarios, including estate taxation
- Guidance on choosing the best fitting retirement account for your long-term goals
- Deciding on converting 401k plans into Individual Retirement Accounts: Pros and Cons
- Tax consequences of converting a Traditional IRA to a ROTH IRA
- Discussion of the different types of Life Insurance and how each type protects you and your family
- Evaluating different types of annuities and how they can be positioned in your investment portfolio
- Discussing how different investments work, including cryptocurrencies, and how to use them to meet your different goals.
Business Client Support:
- Guidance on selecting most appropriate type of retirement plan for your company and your staff
- Explanation of tax credits for establishing certain Employer Retirement Plans
- Direct support for your employees so they can get the most out of this great employee benefit
- Discuss setting up Group Life Insurance and other employee benefits for your team
At the end of the day, helping you identify the what and why of your goals, creating a path to achieve those goals, and watching you enjoy your success is what we’re trying to do. If this resonates with you, give our office a call at 931-274-7765 and set up an appointment.
